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  • Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

    Learn More Contact Us

Our Team

Blake | Managing Director | Heffernan Financial Services CA

Blake A. Thibault

President of Financial Services
Saliba | Senior Vice President | Heffernan Financial Services

Marcella Saliba

Vice President / Director of Operations
Dallas | Senior Vice President | Heffernan Financial Services

Dallas Otter

Senior Vice President / Retirement Plan Advisor

Kyle Russell Assistant Vice President

Steve | Senior Vice President | Heffernan Financial Services

Steve Brandel

Senior Vice President, Director Life Division
John | Senior Vice President | Heffernan Financial Services

John Clark

Senior Vice President / Retirement Plan Advisor
Sean Kelly | Vice President | Heffernan Financial Services

Sean Kelly

Senior Vice President / Financial Advisor
Anthony | Financial Consultant | Heffernan Financial Services

Anthony Calomeni

Senior Vice President/ Financial Consultant
Andy Ryan headshot

Andy Ryan

Investment Advisor Representative
Tim Herb headshot

Tim Herb

Operations Manager, Life Division
Rebecca Tapia headshot

Rebecca Tapia

Assistant Vice President / Financial Consultant

Tyler Brewer

Financial Consultant

Christie Thomas

Financial Consultant

Elsie Criswell

Client Services Manager

Carley Peraza

Client Services Manager

Claire Coney

Executive Assistant to Blake Thibault

Locations

WALNUT CREEK (Headquarters)

P | 800-437-0045
F | 415-778-0139

1350 Carlback Ave
Walnut Creek, CA 94596

 

IRVINE

P | 949-771-3400
F | 415-778-0139

18004 Sky Park Circle, Suite 210
Irvine, CA 92614

 

WASHINGTON

P | 800-437-0045
F | 206-702-2745

8015 SE 28th Street, Suite 214
Mercer Island, WA 98040

 

E | hfs@heffgroup.com

Get in Touch

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advisory services are offered through Global Retirement Partners, LLC dba Heffernan Financial, a registered investment advisor and separate entity from LPL Financial.

Heffernan Financial employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Heffernan Financial; or (2) solely investment adviser representatives of Heffernan Financial. Although all personnel operate their businesses under the name of Heffernan Financial, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

LPL Financial Form CRS

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